JEFF CRAMER firstname.lastname@example.org
TEMPLE UNIVERSITY, The Fox School of Business, Philadelphia, PA
Master of Accountancy, Awarded August 2016 GPA 3.56
UNIVERSITY OF DELAWARE, Lerner College of Business, Newark, DE
Bachelor of Science, Finance, Awarded June 2006
QuickBooks Certified User, October 20, 2016
Enrolled Agent Exam: Passed Part I, Individuals December 31,2016
DCAA, Cherry Hill, NJ 2017-2018
Audited government defense contractors on items as materials purchase and voucher payments to government.
Audited government employees accused of misusing government time and money
ACCOUNTS SERVE, Bensalem, PA Tax Season 2017
Prepared and filed clients’ 1040 per tax season
Worked on many states as CA, NY, MA, and GA
Also worked with clients with international income.
HR BLOCK, Philadelphia, PA Tax Seasons, 2012 – 2014
Prepared and filed 1040s for 20 clients per season.
Educated clients on federal or state tax laws that applied to tax return to help individuals plan for a maximum tax refund the following year.
Reduced clients’ taxes to a minimum by applying deductions and credits as itemized deductions or child care credit.
VANGUARD, Frazier, PA August 2013 – January 2014
Client Representative Specialist
Provided financial processing services for up to 70 customers’ orders per day by withdrawing money from mutual funds or exchanging money into different mutual fund accounts.
Ensured customer satisfaction by answering clients’ inquiries and escalating specified financial concerns to appropriate departments on a daily basis.
Received four positive referrals from customers based on professional service provided.
WELLS FARGO BANK, Philadelphia, PA September 2011 – March 2012
Operations Analyst 3
Provided analytical and technical support to the line of credit department for the merger of Wachovia Bank and Wells Fargo Bank.
Facilitated reconciliation of accounts across two disparate systems by using Excel Pivot Tables to identify any discrepancies of up to 200 accounts prior to the merger.
Created an Excel template which integrated old Wachovia accounts into Wells Fargo systems.
BNP PARIBAS, King of Prussia, PA July 2006 – March 2011
Ensured accurate processing of international stock portfolios’ prices and quantities for the Stock Lending department from market opening to closing each day.
Reconciled over 10 major international stock portfolios that were loaned to major banks as Chase and Morgan Stanley.
Generated a daily risk report which showed the exposure of international stock portfolios after stock fluctuation for the finance department.